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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,887 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,889 | $105,173-81.1% | $87,102-77.2% | $77,775-74.4% |
| Participation rate | 89.4% | 85.8%+3.6pp | 76.9%+12.5pp | 73.2%+16.2pp |
| Annual return | 24.11% | 24.52%-0.4pp | 28.19%-4.1pp | 32.58%-8.5pp |
| Employer contribution / active EE | $2,577 | $2,890-10.9% | $2,521+2.2% | $2,504+2.9% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $105-99.7% | $7,493-100.0% | $100-99.7% |